The Exit Planning Summit
Scottsdale, Arizona
May 21 — May 23, 2023
Uncover Innovative Solutions, Build Deeper Relationships, Share Transformational Experiences
The Exit Planning Summit is the premier conference for professional advisors who are committed to working with business owners, accelerating business value, aligning personal and financial strategies for the business owner, and meeting the top CEPAs in the profession today.
The Exit Planning Summit is Presented by:
Agenda At a Glance
Sunday, May 21, 1:00–5:00 PM
- Learning Labs
- Welcome Social
Monday, May 22, 6:30 AM–7:00 PM
- Keynote
- Breakouts
- Main Stage Presentations
- Charity Giveback Social
Tuesday, May 23, 6:30 AM–5:00 PM
- Power Sessions
- Breakouts
- Case Study Group Work
- Keynote
- After Party Social
Wednesday, May 24 + Thursday, May 25, 8:00 AM–5:00 PM
- Deep Dive Workshops
Thank you to our partners
